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Run the Numbers: The Ultimate Guide to Vertical SaaS

Run the Numbers is a weekly podcast about financial metrics and business models, designed for ambitious people operating tech startups. It's a collection of things host CJ Gustafson (CFO at Partstech and writer of Mostly Metrics) has learned and thought about in the trenches as a tech CFO.

By Tidemark

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Tidemark's Dave Yuan sat down with CJ for a great conversation covering key heuristics, what’s wrong with classical vertical SaaS strategies, and the importance of thinking multi-product early on. This is a master class in how vertical SaaS companies come to dominate a market and a deep dive into the metrics they stay close to along the way.

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Help us grow our community!

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Tidemark was founded on a simple premise: if we build an incredible community around ourselves and do right by them, we’ll earn the right to invest in the handful of companies that raise each year and (hopefully) create one hell of an investment firm along the way.

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If this essay was valuable to you, please help us grow our community. We’d love for you to introduce us to the next generation of builders who should be part of this. You can email us at knowledge@tidemarkcap.com with your intros!

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Tidemark is a growth equity firm purpose-built to help emerging category leaders scale and win. We also give 10% of our carried interest to the Tidemark 10 Foundation to support sustainability, Mainstreet empowerment, and mental health.

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